Buy-side vs Sell-side Philanthropy By David WerdigerFamily Governance No Comments July, 2022 2 min read There are many consultants out there who advise non-profits on things like strategy, marke...Read More 22 July, 2022
Owners and Managers of a Family Business By David WerdigerFamily Governance No Comments July, 2022 3 min read Family is (hopefully) for life. If the family business starts to interfere negatively with...Read More 14 July, 2022
What Is ‘Retirement’? By David WerdigerWealth Transition No Comments July, 2022 2 min read The term ‘retirement’ evokes a certain scenario: someone spends their working ...Read More 1 July, 2022
Sudden Wealth By David WerdigerWealth Transition No Comments June, 2022 2 min read Sudden change of any type is risky. When someone’s personal wealth circumstances cha...Read More 30 June, 2022
Pruning the Tree By David WerdigerSuccession Planning No Comments May, 2022 2 min read As a tree grows, it is often helpful to prune some branches to make space for other branch...Read More 21 May, 2022
The New Matriarchs By David WerdigerFamily Governance No Comments April, 2022 2 min read Change is in the winds. Women control more than 60% of personal wealth in the USA. While o...Read More 21 April, 2022
The Non-Family CEO By David WerdigerSuccession Planning No Comments March, 2022 2 min read As a family enterprise matures, and often in the context of succession planning (or ageing...Read More 22 March, 2022
“Oligarch”: the great misnomer “Oligarch”: the great misnomer By David WerdigerPolitics No Comments March, 2022 3 min read There is lots of talk these days about “Russian oligarchs” — how wealthy they are, h...Read More 8 March, 2022
Entrepreneurial Legacy By David WerdigerWealth Transition No Comments February, 2022 2 min read Most wealth is created through entrepreneurship. When wealth creators think about the lega...Read More 13 February, 2022
The Difference Between Equal & Fair In Wealth Transition By David WerdigerWealth Transition No Comments February, 2022 2 min read A recent survey has found that only about a quarter of HNW parents plan to split their wea...Read More 13 February, 2022
Superbowl LVI Preview By David WerdigerSport No Comments February, 2022 4 min read I’ve always had a soft spot for Matthew Stafford. The guy has a huge arm, and can ma...Read More 6 February, 2022
Gemara and Gut Health Gemara and Gut Health By David WerdigerReligion No Comments January, 2022 5 min read Back when I was a student, we viewed Aggadah – the non-legalistic, stories within the Ta...Read More 25 January, 2022